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This week we cover the semiconductor selloff and why it does not mean the AI build-out is over. We explain why inference matters more than training. We look at the rotation into defensives, dip buying in a risk-off regime, leveraged ETFs, crude and diesel, cybersecurity, and the Anthropic IPO.
Q&A is in the Discord. Free account at www.market-radar.com.Episode 237
Markets rolled over this week on CPI and PPI. Our inflation index is rising fast. Yields spiked toward 5% then snapped back in two days. We cover why the bond selloff was momentum, not growth. We go deep on the AI trade: CoreWeave, frontier labs versus inference, why benchmarks don't matter, and who wins long term. Plus the tech rotation, TLT, healthcare, and why we aren't bu...
Bitcoin is giving back its gains and we are still not positioned. We cover why the regime filter keeps us out and why chop is the bigger risk than a crash. We get into long end yields rising on risk premium, not growth, and the debasement trade that never held. Then the OpenAI miss, circular financing, frontier labs stalling, the Anthropic IPO, and why software is rebounding....
We break down why the back end of the crude curve is still pricing an Iran premium while the front month fades, and why diesel is the energy market to watch. We explain what is actually driving the bond selloff and why rising yields are not telling you growth is booming. We close on Bitcoin, the regime, and the post midterm Iran risk.Learn More: www.market-radar.comEpisode 23...
The 10 year yield continues to breakout and the Nasdaq is still near its highs. We walk through why rates and crude are not binding the economy yet, why yields may just be catching up to what stocks already priced in Q2, and what has to break before that changes.Learn More: www.market-radar.comEpisode 233